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Portfolio (Quarterly) Guide ↗

MATHER GROUP, LLC.

· CIK 0001527641
13F Portfolio $11.5B AUM 1,915 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 107 New 606 Added 472 Reduced 98 Exited
Page 85 of 96  ·  1,903 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 CC CHEMOURS CO Basic Materials 161.0 $3K $20.52 -25.1%
1682 TAN INVESCO EXCH TRADED FD TR II 55.0 $3K $59.15 -15.5%
1683 BOX BOX INC Technology 122.0 $3K -397.0 -76.5% $26.54 +24.5%
1684 BIDU BAIDU INC Communication Services 28.0 $3K -48.0 -63.2% $114.29 -20.6%
1685 PFBC PREFERRED BK LOS ANGELES CA Financial Services 30.0 $3K $106.27 -0.1%
1686 BITB BITWISE BITCOIN ETF TR Financial Services 100.0 $3K -225.0 -69.2% $31.86 +10.4%
1687 TOST TOAST INC Technology 114.0 $3K +72.0 +171.4% $27.82 +27.1%
1688 KAI KADANT INC Industrials 10.0 $3K $314.20 +1.9%
1689 PDD PDD HOLDINGS INC Consumer Cyclical 41.0 $3K -56.0 -57.7% $76.27 +13.6%
1690 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 40.0 $3K $78.00 -9.1%
1691 OKTA OKTA INC Technology 23.0 $3K $135.61 +6.5%
1692 CFR CULLEN FROST BANKERS INC Financial Services 20.0 $3K $155.15 +7.8%
1693 BROS DUTCH BROS INC Consumer Cyclical 43.0 $3K $71.81 -31.0%
1694 MTDR MATADOR RES CO Energy 62.0 $3K $49.77 +14.7%
1695 FLUTTER ENTMT PLC 30.0 $3K $102.00
1696 SCI SERVICE CORP INTL Consumer Cyclical 39.0 $3K $75.95 +9.7%
1697 MTX MINERALS TECHNOLOGIES INC Basic Materials 40.0 $3K $73.97 -2.9%
1698 DEO DIAGEO PLC Consumer Defensive 36.0 $3K -81.0 -69.2% $80.39 +13.8%
1699 TFII TFI INTERNATIONAL INC Industrials 20.0 $3K $143.55 -1.0%
1700 BRC BRADY CORP Industrials 31.0 $3K $91.58 +2.8%
Page 85 of 96  ·  1,903 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 14.7%
Industrials 12.2%
Consumer Defensive 9.6%
Healthcare 8.7%
Consumer Cyclical 8.4%
Communication Services 6.2%
Energy 4.8%
Utilities 4.0%
Basic Materials 4.0%